The global marketplace can offer tremendous opportunities for sales growth, but not without risk. In this presentation, John Duffin, Wells Fargo Trade Services Relationship Manager, will examine how U.S. exporters can minimize the risks associated with selling products internationally, and accelerate payments from overseas customers.

Speaker: John Duffin, Wells Fargo Trade Services

John Duffin is a Trade Services Relationship Manager in the Wells Fargo Philadelphia Global Bank. In this capacity John works with both public and private companies engaged in cross-border export and import trade. He consults with clients in the areas of accounts receivable risk management and best practices concerning expediting cash relating to export trade sales. John joined First Union Bank – now Wells Fargo Bank- in 1996 following trade management positions at Midlantic Bank in Southern New Jersey and Mellon Bank in Philadelphia.

Steve brings over 17 years of experience in the employee benefits field as both a consultant and underwriter with organizations like Prudential, Aon/Hewitt and Marsh/Mercer. Steve joined Wells Fargo over 5 years ago and became the Washington DC area Practice Leader in 2012. Steve will be responsible to managing the overall client satisfaction and delivery of employee benefits consulting services.

Steve’s areas of expertise include:

•Assisting clients develop multi-year strategic benefit plans

•Advising clients of compliance updates including Health Care Reform

•Strategically evaluating client readiness for wellness programs

•Facilitating employee engagement surveys and focus groups

•Designing flexible benefit programs, including benefit plan design and pricing, for the whole spectrum of health & welfare benefits, including medical, dental, vision, life, short term disability, long term disability and paid time off programs

•Initial and renewal pricing for medical and dental plans, including cost trend projections and analysis

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